Create Consistency and Save Time by Connecting UltraTax CS and SmartVault

Tired of the document shuffle? Say goodbye to the chaos of manual transfers and misplaced files! SmartRouting provides UltraTax CS users like you the ultimate solution for seamless, automated document management. With SmartRouting, you can transform your document processes to be simple, streamlined, and paperless. Document management just got a whole lot easier!

Here’s a sneak peek of what you’ll learn during the webinar:

• Discover how to connect UltraTax CS and SmartVault to transform your workflow
• Find out how to create consistent processes to reduce manual errors and save time at your firm
• Learn the benefits of automating document routing and saving when dealing with client files

Fill out the form to watch an exclusive webinar packed with insider tips and a live demo of SmartRouting in action.

*ULTRATAX is a trademark of Thomson Reuters (Tax and Accounting) Inc., and any reference to ULTRATAX does not imply the existence of an affiliation with or endorsement by Thomson Reuters (Tax and Accounting) Inc.